Skip to content
Disclosery

VSDM VANGUARD MUN BD FDS

Follow

SHORT TAX EXEMPT (fund)

100 managers (100 13F filers) reported a position in VSDM shares at 2026-03-31, 2,340,348 shares in all. 29 filers opened a position and 5 filers sold out during the quarter.

Managers
100
13F filers
100
New
29
Added
50
Reduced
10
Sold out
5
Shares held by filers
2,340,348

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital Investment Services of America,…256,084$19.5M2.04%+18,35313F-HRTimeline
Mills Wealth Advisors LLC170,012$13M4.53%+93,31113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP150,740$11.5M0.02%+114,35413F-HRTimelineGroup
Opus Capital Group, LLC134,358$10.2M1.1%+26,11913F-HRTimeline
S.A. Mason LLC119,047$9.08M3.41%+35,46913F-HRTimeline
American Investment Services, Inc.116,464$8.89M1.98%+112,31513F-HRTimeline
Keystone Financial Group, Inc.112,123$8.55M4.45%+22,69113F-HRTimeline
CGN Advisors LLC104,157$7.95M0.63%+6,55513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC58,614$4.47M0.46%+16,10913F-HRTimeline
Alliance Private Wealth, LLC54,937$4.19M1.51%+2,30213F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.52,711$4.02M1.36%+9,88513F-HRTimeline
RW Investment Management LLC49,972$3.81M0.37%13F-HRTimeline
IRON Financial LLC45,262$3.45M1.51%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp42,748$3.26M<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC40,621$3.1M0.11%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,218$2.92M<0.01%+8,78413F-HRTimeline
Rialto Wealth Management, LLC36,598$2.79M0.63%+6,39913F-HRTimeline
Dakota Wealth Management32,674$2.49M0.05%-1,96513F-HR/ATimeline
Professional Financial Advisors, LLC32,565$2.48M0.51%new13F-HRTimeline
Topsail Wealth Management, LLC32,262$2.46M0.36%+12613F-HRTimeline
Harbor Group, Inc.31,458$2.4M0.35%+17,81913F-HRTimeline
Platt Wealth Management LLC26,960$2.06M2%+4,40513F-HRTimeline
Aprio Wealth Management, LLC26,945$2.06M0.11%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,708$1.96M<0.01%+24,18413F-HRTimelineGroup
Beaird Harris Wealth Management, LLC25,641$1.96M0.13%new13F-HRTimeline
Blue Trust, Inc.25,388$1.94M0.02%+21,13113F-HRTimeline
Verum Partners LLC21,501$1.64M0.31%+2,26613F-HRTimeline
LPL Financial LLC20,559$1.57M<0.01%+13,25613F-HRTimeline
Financial Engines Advisors L.L.C.18,818$1.44M<0.01%+10,99613F-HRTimeline
CRA Financial Services, LLC18,323$1.4M0.18%+58013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,910$1.21M<0.01%new13F-HRTimelineGroup
Burton Enright Welch15,495$1.18M0.16%+79813F-HRTimeline
Baker Ellis Asset Management LLC15,400$1.17M0.14%013F-HRTimeline
BOSTON FAMILY OFFICE LLC15,235$1.16M0.08%+24613F-HRTimeline
Breakwater Capital Group15,028$1.15M0.15%+2,09713F-HRTimeline
MFA Wealth Services14,964$1.14M0.76%+26713F-HRTimeline
Stonebridge Financial Group, LLC14,828$1.13M0.09%+4,51013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.14,827$1.13M0.06%+31213F-HRTimelineGroup
&PARTNERS11,000$1.07M0.01%new13F-HRTimeline
HRT FINANCIAL LP12,861$981K<0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC11,165$852K0.06%new13F-HRTimeline
Acumen Wealth Advisors, LLC11,064$844K0.23%+10,80213F-HRTimeline
Kelman-Lazarov, Inc.10,542$804K0.12%+28813F-HRTimeline
Clearstead Advisors, LLC9,751$744K0.01%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,700$740K0.01%+3,70013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,555$729K0.01%new13F-HRTimelineGroup
Prospera Capital Management, LLC9,342$713K0.36%013F-HRTimeline
Pandowealth. LLC9,104$695K0.61%new13F-HR/ATimeline
Integrated Wealth Concepts LLC8,715$665K0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC8,387$640K0.07%+213F-HRTimeline
Timmons Wealth Management, LLC7,683$586K0.56%+4,29213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,592$579K<0.01%-58,68213F-HRTimelineGroup
Quantum Financial Planning Services, In…7,552$576K0.21%+2013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,284$556K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP7,247$553K<0.01%-18,79413F-HRTimelineGroup
Soltis Investment Advisors LLC7,026$536K0.03%+3,13313F-HRTimeline
Janney Montgomery Scott LLC7,000$534K<0.01%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC6,658$508K0.32%+1,90813F-HRTimeline
L. Roy Papp & Associates, LLP6,520$497K0.06%new13F-HRTimeline
Waverly Advisors, LLC5,840$446K<0.01%+61513F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,569$425K0.02%+2,30013F-HRTimeline
N.E.W. Advisory Services LLC5,428$414K0.03%+2813F-HRTimeline
Sugar Maple Asset Management, LLC5,326$406K0.25%+2,31813F-HRTimeline
Beacon Pointe Advisors, LLC4,900$374K<0.01%+1,33313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,713$360K<0.01%-3,31413F-HRTimelineGroup
Financial Planning Hawaii, Inc.4,535$346K0.2%+813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,122$314K0.01%+84313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,003$305K<0.01%new13F-HRTimelineGroup
Advyzon Investment Management, LLC3,842$293K0.03%-6113F-HRTimeline
Conservest Capital Advisors, Inc.3,655$279K0.03%-17,69713F-HRTimeline
Cherry Tree Wealth Management, LLC3,621$276K0.06%new13F-HRTimeline
Wayfinding Financial, LLC3,608$275K0.12%-1,89713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,403$260K<0.01%+20413F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…3,400$259K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton3,202$244K0.05%new13F-HRTimeline
CFS Investment Advisory Services, LLC3,118$239K0.02%new13F-HRTimeline
Foundry Financial LLC3,082$235K0.1%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,302$227K0.05%+1713F-HRTimeline
Advisory Services Network, LLC2,866$219K<0.01%-60013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,850$217K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…2,849$217K<0.01%new13F-HRTimeline
Vise Technologies, Inc.2,745$210K<0.01%013F-HRTimeline
Root Financial Partners, LLC2,745$209K0.01%013F-HRTimeline
Elmwood Wealth Management, Inc.2,683$205K0.06%+1413F-HRTimeline
Graney & King, LLC2,623$200K0.11%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,158$165K<0.01%013F-HRTimeline
1015 Capital Partners, LLC1,831$140K0.14%+78213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,572$120K<0.01%new13F-HR/ATimelineGroup
AE Wealth Management LLC1,538$117K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,415$108K<0.01%+20013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,034$78.9K<0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC856$65.3K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC768$58.5K<0.01%-213F-HRTimeline
Trust Co759$57.9K0.01%+30713F-HRTimeline
UBS Group AGin group UBS Group AG551$42K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…442$33.7K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.301$23K<0.01%+113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO100$7.62K<0.01%-4,45713F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC89$6.79K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$66<0.01%013F-HR/ATimelineGroup